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Bloom Energy ( BE) raised 2026 guidance well above views late Tuesday after crushing earnings and revenue estimates for the second quarter. Already a massive AI infrastructure winner, Bloom Energy stock jumped in extended trading.
The fuel-cell energy company reeled into the Q2 report after an early-July hit from a short-seller report and the general sell-off in artificial intelligence plays.
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Along with actual BE earnings, investors will watch for any updates on a newly expanded AI infrastructure partnership with Brookfield Asset Management ( BAM).
Bloom Energy Earnings And Outlook
For Q2, Bloom Energy delivered earnings of 78 cents per share, surging 680% from 10 cents a year ago and smashing FactSet analyst estimates for 41 cents. Bloom posted revenue of $1.065 billion, a 165% increase and easily outpacing Wall Street's expectations for $826.1 million. The company surpassed $1 billion in sales for the first time.
The fuel-cell energy company now expects full-year revenue of $3.9 billion-$4.2 billion and full-year EPS of $2.55-$2.85. Wall Street was expecting 2026 EPS of $2.15 before Tuesday's Q2 report on revenue of $3.7 billion. The midpoint of Tuesday's upwardly revised revenue guidance implies it could double in 2026 from $2.02 billion in 2025.
"Today, all the major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories, " Bloom Energy CEO KR Sridhar said in an earnings release late Tuesday.
The fuel-cell energy company posted its first annual profit in 2024. Amid the boom in artificial intelligence and data centers, Bloom Energy's earnings per share exploded in 2025, more than doubling.
Futures: Five Earnings Late; Market Strong Outside AI
Bloom Energy Stock Pops In Extended Trading
In late trade, Bloom Energy stock jumped more than 10% to above 184, signaling a move back above the 200-day moving average
Shares slid 11.3% to about 166.93 in Tuesday's regular stock market action, and that was off intraday lows. Bloom Energy stock undercut the 200-day moving average for the first time in more than a year, extending an early-July slide below the 50-day line. BE stock has lost more than half its value since its late-June peak of 351.28.
universal chart
FuelCell Energy ( FCEL), meanwhile, dived 8.5% on Tuesday. Shares rose modestly overnight.
Crosswinds For AI Infrastructure Provider
In late June, BE stock jumped on news of an expanded AI infrastructure partnership. Bloom Energy said that Brookfield will "increases its framework to finance power projects for AI infrastructure" to $25 billion, a fivefold increase since last October.
Brookfield is one of the largest data center developers and operators in the world.
However, in July, short-seller Hunterbrook Capital alleged Bloom Energy is secretly reliant on China for scandium oxide, a critical material for its solid oxide fuel cells. Bloom Energy rejected the "false and misleading" claims, which hit shares.
Lately, Bloom Energy stock has also suffered from a stock market rotation. Investors shifted into defensive names from AI and high-beta growth stocks.
Fuel cells convert hydrogen and oxygen into electricity, releasing no carbon emissions at the point of use. That makes fuel cells an attractive energy technology for AI hyperscalers, the technology companies building out data centers for artificial intelligence.
Regional grids alone cannot support the massive electricity needs of AI data centers. So alternative energy companies, like Bloom Energy, have stepped in to fill the power gap.
Amid crosswinds, Bloom Energy stock has shed 45% in July, paring returns in 2026 so far to 92%. BE stock has nearly quintupled over the past year.
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